Privacy Policy | Wolters Kluwer Financial Services & Management

Introduction

Wolters Kluwer Financial Services & Management ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Data

Full name, email address, and phone number from our contact form
Mailing address and financial information related to services
SMS messaging consent and communication preferences

Automatically Collected Data

Browser type, operating system, and device information
IP address and approximate geographic location
Website usage data, pages visited, and session duration

How We Use Your Information

To provide and enhance our financial and management services
To respond to your inquiries and service requests
To send promotional SMS and email communications with your consent
To comply with legal and regulatory obligations

SMS/Text Messaging

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

When you opt in, you may receive recurring promotional SMS messages from Wolters Kluwer Financial Services & Management. You can opt out anytime by replying STOP. Message and data rates may apply. Message frequency varies. Reply HELP for support.

We do not use an Automatic Telephone Dialing System (ATDS) to send messages without your prior express written consent. All SMS communications are sent in compliance with the Telephone Consumer Protection Act (TCPA) and applicable state regulations. Any use of an ATDS is strictly limited to recipients who have explicitly opted in.

Information Sharing

We may share your information with:

Service providers who help us operate our business
Legal authorities when required by law or regulation
Parties involved in business transactions such as mergers

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We implement appropriate technical and organizational security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. However, no electronic transmission or storage method is completely secure.

Your Rights

Request access to or correction of your personal data
Request deletion of your personal information
Opt out of marketing communications
Withdraw consent for data processing at any time

Cookies

Our website may use cookies and similar technologies to improve your experience. Manage cookie preferences through your browser settings.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect data from children.

Policy Changes

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date.

Contact Us

Questions about this Privacy Policy:

Wolters Kluwer Financial Services & Management
Email: wylia@wolterskluwerfinancial.com
Address: 1405 Woodlands Dr Se, Smyrna, GA 30080